Stiles Financial Services Incorporated (Edina)

Name: Stiles Financial Services Incorporated
Address: 6550 York Avenue South, Edina, MN, 55435
Telephone: 952-988-0452

Stiles Financial Services Incorporated is a pension cosultant based in Edina. It manages $2.19 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Minnesota.

Stiles Financial Services Incorporated provides financial planning services, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stiles Financial Services Incorporated: assets under management

The assets under management (AUM) of Stiles Financial Services Incorporated is $2.19 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $547.51 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stiles Financial Services Incorporated for their services and products based on hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stiles Financial Services Incorporated serves?

The only and largest group of clients of Stiles Financial Services Incorporated is pension and profit sharing plans with 4 clients and $2.19 million of assets under management. Among the 6 most similar advisory firms, Stiles Financial Services Incorporated has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $2.19 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Stiles Financial Services Incorporated doesn't advise any private funds.

Careers at Stiles Financial Services Incorporated

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Marta Stiles	President, cco	1 Aug 2000	75% - 100%	2278334

Based in Edina

The principal office where Stiles Financial Services Incorporated performs its advisory services is located at 6550 York Avenue South, Edina, MN 55435, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-988-0452 or by fax 952-988-0752. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at stilesfinancial.com and its LinkedIn profile.